Introduction

Welcome to a seamless fusion of legal case management and robust ID verification through the integration of Infotems with IdentityCheck. As a premier cloud-based solution, Infotems streamlines practice management for legal professionals with its comprehensive suite of core features like intuitive case tracking, secure document storage, and efficient client management, all encapsulated in their mission to “Simplify Law Practice.” IdentityCheck amplifies these capabilities by ensuring swift and secure identity verification right within the Infotems environment.

Why Connect IdentityCheck to Infotems

Partnering IdentityCheck with Infotems saves time and enhances security for your legal practice. An automated KYC check ensures compliance with regulatory standards while reducing human error. Experience reduced client onboarding times, fortified data accuracy, and improved client trust through a seamless identity check in Infotems. Our collaboration with Lexidy illustrates these benefits, showcasing how they revolutionized their online legal services with tailored ID verification.

Setting Up the Integration

1. Log in to your Infotems account and navigate to the ‘Integrations’ section.
2. Find IdentityCheck from the list of available integrations and click ‘Connect’.
3. Authorize the connection by providing the necessary API credentials from your IdentityCheck account.
4. Configure your ID verification settings as per your legal requirements.
5. Complete the setup by selecting the client data fields you want to sync between the two platforms.
6. Run a test to ensure seamless integration and accuracy.

How It Works in Infotems

Once integrated, initiating an identity check in Infotems is straightforward. For example, when a new client signs up, you can start the ID verification process with just one click. Infotems automatically syncs client information needed for KYC checks, allowing you to verify identity without leaving the platform, streamlining case validation and improving processing times.

Frequently Asked Questions

• How is data stored? Data is encrypted and securely stored, complying with global data protection standards.
• Can the integration be customized? Yes, you can configure the fields and verification parameters to match your firm’s needs.
• What happens if a check is incomplete? You will be notified immediately, allowing you to address the verification gap promptly.

Final Thoughts

Integrating IdentityCheck with Infotems brings unparalleled efficiency and security to your legal operations, making every ID verification a smooth and reliable process. Optimize your workflows today by connecting these powerful platforms.